TWO-DAY TREND: A gloomy outlook from Caterpillar, the world's largest construction equipment company, tugged the stock market lower Wednesday. The meager drop gave the stock market two consecutive days of losses, the first time that's happened all month.
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Bob Shanks, Ford chief investment officer, talks to CNBC's Phil LeBeau about the company's global business and the secrets of Ford's success, including what it will have to do to keep up with demand. And has Caterpillar management given investors any r...

Eli Lustgarten, Longbow Research, says Caterpillar is probably reaching a bottom, and that as long as mining stabilizes, it should be an up year for the stock. The key is that earnings don't continue downward next year. Ann Duignan, JPMorgan, weighs in...

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Doug Oberhelman, chairman & CEO, Caterpillar, explains the headwinds that caused weakness in the company's earnings. Mining activity has slowed down and inventories have been reduced among CAT dealers, he says. With Byron Wien.

Douglas Oberhelman, chief executive officer of Caterpillar and marquee speaker is introduced before his speech during the Spruce Meadows Changing Fortunes Round Table on business in Calgary, Alberta, in this September 9, 2011, file photo. Caterpillar's shares gained nearly 1 percent to $81.21 in ear